Institutional Ownership Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
32,217
shares
|
$999,693
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
31,600
shares
|
$980,548
0.0% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,503
shares
|
$946,508
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
29,064
shares
|
$901,855
0.02% of portfolio
|
Q4 2024
Reduced 26.71%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
26,416
shares
|
$819,688
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
26,310
shares
|
$816,399
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
25,239
shares
|
$783,166
0.03% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
24,983
shares
|
$775,222
0.39% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
24,981
shares
|
$775,160
0.07% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
23,884
shares
|
$741,120
0.34% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
23,432
shares
|
$727,094
0.07% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
23,188
shares
|
$719,523
0.26% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
23,038
shares
|
$714,869
0.4% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
22,806
shares
|
$707,670
0.07% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
22,449
shares
|
$696,592
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
22,348
shares
|
$693,458
0.09% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
21,426
shares
|
$664,848
0.05% of portfolio
|
Q3 2024
Added 61.85%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
20,332
shares
|
$630,901
0.36% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
19,794
shares
|
$614,207
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
19,167
shares
|
$594,752
0.05% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,804
shares
|
$583,488
0.34% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
18,010
shares
|
$558,850
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
18,010
shares
|
$558,850
0.22% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
17,971
shares
|
$557,640
0.71% of portfolio
|
Q2 2024
Added 147.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
17,595
shares
|
$545,972
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|